- HSBC (New York, NY)
- …cases + Experience with portfolio management tools + Familiarity with private client portfolio management principles, high conviction with a focus on quality ... Wealth and Premier Banking - Senior Equity Portfolio Manager Brand: HSBC Area of Interest: Investment...for investment strategies + Participate in internal and external client events + Present investment strategies, performance, and market… more
- RGP (Cleveland, OH)
- … Client Development will have the opportunity to build and manage a client portfolio while collaborating with teammates to achieve key business objectives. ... We are seeking a Director, Client Development, who will play a key role...the sales activity and results within a defined business portfolio , achieving established KPIs and performance metrics + Develops… more
- Banc of California (New York, NY)
- …and expansion for our Venture Capital and Private Equity fund borrowers. In this role, the Client Manager will help manage a portfolio of loans and work with our ... Accounting or related field. Preferred: + 3+ years of client relationship or portfolio management experience, ideally in a lending/credit environment. + Ability… more
- Micron Technology, Inc. (Boise, ID)
- …solutions as part of the long-term strategic growth objectives for Micron's high volume Client Compute portfolio within the Mobile and Client Business Unit ... Micron as a trusted advisor and preferred supplier for Client Compute products in the PC market. + Advocate...needs. + Collaborate with enablement teams to align Micron's portfolio with platform requirements and drive customer adoption. +… more
- Radial (King Of Prussia, PA)
- …and objectives in the onboarding of Radial's new clients + Monitor daily/weekly Client Onboarding project portfolio health, performance and KPIs, as well as ... Director of Client Onboarding **Job Number:** JO-2510-11100 **Location (City, State):**...objectives defined by Radial. The director should specialize in portfolio management, process improvement, change adoption, and collaboration. This… more
- Neuberger Berman (Dallas, TX)
- …federal regulations + **Liaison** : Serve as a liaison between Wealth Advisors, Portfolio Managers, Operations, and clients + ** Client Support** : Offer daily ... tech shorts, performance, transfers, allocations, fees, etc., using various in-house portfolio systems + ** Client Reporting** : Provide customized reporting… more
- Banc of California (Austin, TX)
- …originations team prior to loan closing to prepare for the transfer of the new client loan + account into Portfolio Management. + Ensure loans are performing by ... and more. TOGETHER WE WIN(R) **THE OPPORTUNITY** The AVP, Client Manager is expected to independently monitor the performance...portfolio performance, as + required. + Communicate with client and or supervisor to resolve loan issues or… more
- Banc of California (Santa Ana, CA)
- …performance, and raising credit concerns to the portfolio team. The Portfolio Analyst should strive to understand the client 's operating performance and ... supports the Bank's commercial banking clients and interfaces regularly with this valued client base. Commercial Real Estate Portfolio Analysts should strive to… more
- HSBC (New York, NY)
- …track record of dealing with complex global corporates + Experience of managing a client portfolio and/or responsibility for a driving aP&L / client ... sector. This role can be based in San Francisco or New York USA. The portfolio consists of US headquartered global TMT sector corporates. Key elements of this role:… more
- Verdantas (Petoskey, MI)
- …services and connect those with the needs of the clients in the Power Sector Client Portfolio + National recognition and contacts within the Power Market + ... Chief Strategy Officer and work across the organization to drive growth, expand client relationships with major accounts, and grow the project pipeline and backlog.… more
- HSBC (Houston, TX)
- …track record of dealing with complex global corporates + Experience of managing a client portfolio and/or responsibility for a driving a client cross-sell ... covering the sector to identify and develop business opportunities, jointly formulate client engagement strategy to deepen HSBC's global cash management wallet share… more
- Red River (Chantilly, VA)
- …- Red River** Red River is seeking a resilient, data-driven, and operationally disciplined Client Partner to lead a portfolio of managed services accounts within ... solutions, challenge the status quo, and deliver first in class solutions. Our client -centric culture works to anticipate needs with an urgency to resolve issues and… more
- Hartford Steam Boiler Inspection and Insurance Company (Hartford, CT)
- …Solutions (PRS) Underwriter has responsibility to manage, monitor, expand, and optimize HSB's portfolio products for assigned Client Companies, with a focus on ... Portfolio Underwriter **Company** HSB **Location** Hartford , United...to new product implementations and performance management of existing client companies. The PRS Underwriter is responsible to become… more
- Quad (Chicago, IL)
- …role is client -facing. Key Responsibilities: + Maintain and grow assigned client portfolio ; coordinate / collaborate with internal teams, including search ... based recommendations + Create presentations, regular reporting, and other documents for client use in the evaluation and approval of search campaigns + Participate… more
- Bank OZK (Little Rock, AR)
- …of all sales tools and pricing options. + Performs pricing calculations during client portfolio review. + Participates and proposes ideas for pre-call planning. ... while incorporating a keen awareness of risk and a client focused perspective. Focus is to provide solutions to...timely follow-up on newly implemented services to ensure the client 's needs are met. + Develops a good understanding… more
- Neuberger Berman (New York, NY)
- …Team is responsible for managing the implementation of new products, institutional client mandates, portfolio management or deal teams, and strategic offerings. ... internal teams to identify onboarding requirements (Product Management, Marketing, Portfolio Management, Client Services, Operations, Legal, Compliance, Risk,… more
- Banc of California (Santa Ana, CA)
- …customers and employees. + Actively anticipates, identifies and manages program risk and client portfolio risks within position scope and across company. + ... Supports the company's goals and values accordingly. Supports general internal & external client services such as responding to inquiries and emails. + Treat people… more
- Paycom Online (Oklahoma City, OK)
- …investments. + Identifying and developing additional revenue opportunities to add to their portfolio . + Maximizing employee and client usage of Paycom solutions ... to streamline processes, increase usage and value of current portfolio , and expand solutions that align with client... portfolio , and expand solutions that align with client goals and initiatives. + Proactively analyze, clarify, and… more
- WuXi AppTec (San Diego, CA)
- **Overview** The Portfolio Manager plays a pivotal role in managing key accounts, fostering client relationships, and coordinating program workflows to drive the ... services.Responsible for the strategic oversight and management of the assigned portfolio of projects and programs. This role involves selecting, prioritizing and… more
- SMBC (New York, NY)
- …to credit policy and requirements, financial analysis/modeling, risk evaluation, on-going portfolio maintenance activities, and as needed client support. - ... to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The… more
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